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Asset (and Sector) Allocation Report Filtering Capability?

Questions on using, creating, or understanding data in Fund Manager reports.

Postby B2B_Investing » Sat Nov 14, 2020 5:13 am

Hi Mark,

Is it possible to readily add filtering capability to the Asset Allocation Report and Sector Allocation Report? I specifically want to filter by investment goal.

The use-case is straightforward. I have investments with different investment goals in the same account. (Sometimes the same investment is split among multiple goals -- a very handy feature by the way!) Since neither report lets me filter, the results are muddied since all investments are included.

I can get the performance and value reports (albiet some are custom) to work since they permit filtering. I would really appreciate this tweak since it would go a long way in managing risk, especially today.

Thanks!

Jason
B2B_Investing
 
Posts: 196
Joined: Wed Mar 19, 2014 8:44 am

Postby Mark » Sat Nov 14, 2020 9:42 am

Hi Jason,

As you've seen, this isn't a feature currently available. You can't filter these reports by another category. Thanks for the feedback/feature request.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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